| Goal
Based Strategies |
Solves
for after-tax cash flow or diversification percentage for a
range of years. Also solves for excercising ISOs to AMT limit. |
| Multiple
Corporations |
Models
options granted from multiple corporations held in any combination
of client/spouse or employee/contractor. |
| Indexing Inverstment Account |
Models key performance paramters
of the investment account on a per-year, per case sheet basis. |
| Data Filter |
Provides custom control of which
years and case sheets display in the reports and charts |
| Tax Comparison Report |
Creates a new worksheet that
compares the tax calculations for the first two years of two
case sheets |
